What It Does:
Uprise provides embedded tax filing and financial advisory services for SMB platforms, helping business owners navigate both personal and business finances.
It combines AI-generated guidance with expert Certified Financial Planner™ (CFP®) support, enabling SMB platforms to launch premium financial services quickly and efficiently.
Key Features:
- Embedded Financial Services: Integrate tax and advisory solutions directly into your platform in days.
- AI-Enhanced Guidance: AI generates the first draft of advice, refined by human CFP® experts for accuracy and personalization.
- Revenue & Engagement Boost: Increase revenue per user (up to 66%+), improve retention, and strengthen customer relationships.
- Holistic Financial Insights: Access full financial pictures, including off-platform assets, to better serve users.
- White-Label & API Options: Flexible integration options-launch a branded solution quickly or fully customize via API.
- Tailored to SMBs: Supports diverse business owners including freelancers, creators, restaurants, healthcare providers, and real estate agents.
- Compliance & Security: Covers regulatory requirements while ensuring secure handling of financial data.
Who Is Uprise For?
- SMB Platforms & Fintech Apps: Add embedded tax and advisory services to increase user engagement and revenue.
- Business Owners: Get personalized, holistic financial guidance for taxes, payroll, funding, and growth.
- Freelancers & Creators: Navigate personal and business finances seamlessly with expert-backed AI guidance.
- Enterprise & Agency Owners: Optimize tax efficiency, payroll, and long-term financial planning.
- Developers & Fintech Teams: Integrate a flexible, secure, and regulatory-compliant financial advisory solution.
Final Thoughts:
Uprise bridges the gap between AI efficiency and human financial expertise, enabling SMB platforms to offer premium financial advisory services that drive real value.
With flexible integration, AI-assisted guidance, and CFP® oversight, it’s ideal for business owners looking for actionable insights and platforms aiming to enhance retention and revenue.
Schedule a demo to see how Uprise can transform financial services for your users.
